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Portfolio (Quarterly) Guide ↗

MADDEN SECURITIES Corp

· CIK 0001803566
13F Portfolio $328M AUM 115 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 12 New 30 Added 38 Reduced 9 Exited
Page 2 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DELL DELL TECHNOLOGIES INC Technology 10,165.0 $1.3M 0.39% -615.0 -5.7% $125.88 +100.9%
22 BMY BRISTOL-MYERS SQUIBB CO Healthcare 23,005.0 $1.2M 0.38% -2K -7.0% $53.94 +10.4%
23 BTI BRITISH AMERN TOB PLC Consumer Defensive 19,275.0 $1.1M 0.33% -6K -23.1% $56.62 +16.1%
24 VZ VERIZON COMMUNICATIONS INC Communication Services 23,386.0 $953K 0.29% -17K -42.8% $40.73 +17.4%
25 TYL TYLER TECHNOLOGIES INC Technology 2,050.0 $931K 0.28% -179.0 -8.0% $453.95 -30.1%
26 SPHQ INVESCO EXCHANGE TRADED FD T 10,200.0 $766K 0.23% -84.0 -0.8% $75.05 +11.5%
27 QQQ INVESCO QQQ TR Financial Services 1,109.0 $681K 0.21% -15.0 -1.3% $614.31 +16.3%
28 PNW PINNACLE WEST CAP CORP Utilities 6,600.0 $585K 0.18% -1K -15.4% $88.70 +14.9%
29 OHI OMEGA HEALTHCARE INVS INC Real Estate 13,000.0 $576K 0.18% -900.0 -6.5% $44.34 +8.8%
30 SCHM SCHWAB STRATEGIC TR 17,065.0 $513K 0.16% -292.0 -1.7% $30.07 +14.9%
31 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 17,629.0 $479K 0.15% -70K -79.9% $27.15 -27.8%
32 CQP CHENIERE ENERGY PARTNERS LP Energy 8,900.0 $476K 0.14% -8K -46.7% $53.48 +21.0%
33 BIV VANGUARD BD INDEX FDS 4,827.0 $376K 0.12% -88.0 -1.8% $77.88 -2.1%
34 SO SOUTHERN CO Utilities 3,525.0 $307K 0.09% -50.0 -1.4% $87.20 +7.4%
35 IJH ISHARES TR 4,372.0 $289K 0.09% -42.0 -0.9% $66.00 +10.5%
36 MPLX MPLX LP Energy 5,308.0 $283K 0.09% -327.0 -5.8% $53.37 +4.2%
37 CSCO CISCO SYS INC Technology 3,263.0 $251K 0.08% -195.0 -5.6% $77.03 +53.4%
38 GEV GE VERNOVA INC Utilities 330.0 $216K 0.07% -25.0 -7.0% $653.57 +59.7%
Page 2 of 2  ·  38 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.1%
Consumer Cyclical 13.6%
Energy 11.9%
Healthcare 10.7%
Financial Services 8.4%
Industrials 6.5%
Consumer Defensive 5.3%
Utilities 2.6%
Communication Services 2.4%
Basic Materials 1.0%